You can modify the approver/auditor group description, and you can change whether the approver/auditor in a detail record can approve expenses for employees in all org9s, or only for those with the same home org9. You can also add new detail records to an existing approver/auditor group at any time. The instructions that follow show you how to do all of these.
If you need to change one of the employees in an approver/auditor group, first delete the detail record, then add a new detail record with the correct employee.
To change an approver/auditor group
From the JAMIS Administration home page > Setup tab, under Expense Setup, click Approver/auditor groups. Or, from the top of any JAMIS Administration screen, click Expense Setup > Approver/Auditor Groups. The Approver/Auditor Groups screen appears.
In the Filters section, enter one or more search criteria for the approver/auditor group that you want to change. Your filter choices are: group ID, description.
Hints: You can enter partial information in a filter field, such as A to retrieve all approver/auditor groups that begin with A, or %A to retrieve all approver/auditor groups that contain the letter A. You can leave all filter fields blank to retrieve all approver/auditor groups.
Click Retrieve to list approver/auditor groups that match the criteria you entered. The results appear in the bottom section of the screen.
If needed, scroll to find the approver/auditor group that you want to change. JAMIS displays the records in ascending order by group code. You can sort the list differently by clicking the appropriate column heading once or twice.
Click Edit to the left of the approver/auditor group that you want to change. JAMIS makes the Group Description field editable in the top section, and it lists the approver/auditor group's detail records in the bottom section.
Change the description as needed.
When you are finished changing data for the approver/auditor group, click Save to commit your change.
To add a new detail record to the approver/auditor group, click Add Detail, then follow steps 7 through 9 of the process for creating an approver/auditor group.
To change an existing approver/auditor group detail record:
If needed, scroll to find the detail record. JAMIS displays the records in ascending order by employee ID. You can sort the list differently by clicking the appropriate column heading once or twice.
Click Edit to the left of the detail record. JAMIS makes the Approve Employees in field editable.
Select an option from the dropdown list.
Click Update to commit your change to the approver/auditor group detail record.
Repeat these sub-steps as needed to change additional detail records for the same approver/auditor group.
Hint: While editing an approver/auditor detail record, if you haven’t clicked Update yet, you can click Cancel to undo any changes that you’ve made to the detail record.
To change data for another approver/auditor group that you retrieved, click Back, then repeat from step 4.
To retrieve a different approver/auditor group that you want to change, click Back, then repeat from step 2.